Profit Sharing · DOL Form 5500 · 2023

Stan E. Potocki Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
33rd
Percentile by assets National rank
$160,671
Avg per participant Above avg balance/head
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Official DOL plan name: Stan E Potocki Md Professional Association Profit Sharing Plan · Sponsored by Stan E. Potocki · Texas · Healthcare & Social Assistance

$2M in assets, 15 participants

Stan E. Potocki's Stan E Potocki Md Professional Association Profit Sharing Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,719 in Healthcare & Social Assistance (17,684 peers)

Stan E. Potocki multi-year trail

Stan E. Potocki's plans moved +35.9% in assets from 2022 to 2024; this filing shows Stan E Potocki Md Professional Association Profit Sharing Plan at $2M / 15 participants.

#5,719
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY

Stan E Potocki Md Professional Association Profit Sharing Plan among the smaller filed plans by assets

Stan E Potocki Md Professional Association Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,410,060 33rd percentile higher than 33% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Stan E Potocki Md Professional Association Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stan E Potocki Md Professional Association Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stan E Potocki Md Professional Association Profit Sharing Plan reported net income rose from $83K in the plan year 2022 filing to $447K in the plan year 2023 filing.
  • Stan E Potocki Md Professional Association Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stan E Potocki Md Professional Association Profit Sharing Plan reported participants rose from N/A in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751761323 · Stan E. Potocki PY 2023 · Profit Sharing

Stan E Potocki Md Professional Association Profit Sharing Plan · $2M · 15 · 33rd

  • 5500 $2M
  • ASSETS 15
  • PCT 33rd
  • EIN Profit Sharing
  • RANK near Roberto Santa Maria Ros Retirement Plan
  • PHOTO ind #5719

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →

Stan E Potocki Md Professional Association Profit Sharing Plan in the asset neighbourhood

Stan E Potocki Md Professional Association Profit Sharing PlanStan E Potocki Md Profession…$2MRoberto Santa Maria Ros Retirement PlanRoberto Santa Maria Ros Reti…$2MJackmo Enterprises Inc. Retirement PlanJackmo Enterprises Inc. Reti…$2MManhattan Youth Recreation and Resources, Inc. 403(b) PlanManhattan Youth Recreation a…$2MRebbakin Inc. Retirement Plan$2M
End-of-year total assets ($M) among Stan E Potocki Md Professional Association Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stan E. Potocki multi-year asset trail

Sponsor-wide plan assets over time

All Stan E. Potocki plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.90717407026372% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.96M $2.67M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 15 $2M
2024 1 15 $3M

Stan E. Potocki filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$447K
Employer EIN751761323
Plan Effective Date1981-06-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stan E Potocki Md Professional Association Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Stan E Potocki Md Professional Association Profit Sharing Plan, Total assets ($B): 0.00241006 · Participants: 15Stan E Potocki Md Professional Association Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Stan E Potocki Md Professional Association Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Stan E Potocki Md Professional Association Profit Sharing Plan side-by-side with 3 peers →

Stan E Potocki Md Professional Association Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Roberto Santa Maria Ros Retirement Plan in PR ($2M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stan E Potocki Md Professional Association Profit Sharing Plan assets move in 2023? ▼
Stan E Potocki Md Professional Association Profit Sharing Plan grew sharply - up 22.7% during 2023, from $2M to $2M. Reported net income was $447K.
How have Stan E. Potocki plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stan E. Potocki's sponsor-wide assets grew 35.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Stan E Potocki Md Professional Association Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roberto Santa Maria Ros Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stan E Potocki Md Professional Association Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751761323.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.